EA
Efficient Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
35,146
-4,884
| -12% | -$236K | 0.1% | 47 |
|
|
2025
Q1 | $1.75M | Sell |
40,030
-11,654
| -23% | -$509K | 0.11% | 45 |
|
|
2024
Q4 | $2.16M | Sell |
51,684
-2,379
| -4% | -$99.5K | 0.14% | 44 |
|
|
2024
Q3 | $2.48M | Sell |
54,063
-2,735
| -5% | -$125K | 0.16% | 41 |
|
|
2024
Q2 | $2.42M | Sell |
56,798
-12,364
| -18% | -$527K | 0.16% | 45 |
|
|
2024
Q1 | $2.84M | Sell |
69,162
-3,120
| -4% | -$128K | 0.18% | 43 |
|
|
2023
Q4 | $2.91M | Sell |
72,282
-4,692
| -6% | -$189K | 0.2% | 43 |
|
|
2023
Q3 | $2.92M | Sell |
76,974
-3,509
| -4% | -$133K | 0.2% | 43 |
|
|
2023
Q2 | $3.18M | Sell |
80,483
-6,333
| -7% | -$251K | 0.21% | 43 |
|
|
2023
Q1 | $3.43M | Sell |
86,816
-5,331
| -6% | -$210K | 0.24% | 41 |
|
|
2022
Q4 | $3.49M | Sell |
92,147
-2,800
| -3% | -$106K | 0.35% | 34 |
|
|
2022
Q3 | $3.31M | Sell |
94,947
-3,018
| -3% | -$105K | 0.29% | 33 |
|
|
2022
Q2 | $3.93M | Sell |
97,965
-15,985
| -14% | -$641K | 0.33% | 32 |
|
|
2022
Q1 | $5.15M | Sell |
113,950
-4,472
| -4% | -$202K | 0.39% | 33 |
|
|
2021
Q4 | $5.79M | Buy |
118,422
+1,940
| +2% | +$94.8K | 0.41% | 33 |
|
|
2021
Q3 | $5.87M | Sell |
116,482
-7,122
| -6% | -$359K | 0.56% | 33 |
|
|
2021
Q2 | $6.82M | Sell |
123,604
-3,760
| -3% | -$207K | 0.85% | 31 |
|
|
2021
Q1 | $6.79M | Sell |
127,364
-12,529
| -9% | -$668K | 0.93% | 31 |
|
|
2020
Q4 | $7.23M | Sell |
139,893
-14,876
| -10% | -$769K | 1.1% | 22 |
|
|
2020
Q3 | $6.82M | Sell |
154,769
-9,165
| -6% | -$404K | 1.25% | 17 |
|
|
2020
Q2 | $6.56M | Sell |
163,934
-9,453
| -5% | -$378K | 1.21% | 17 |
|
|
2020
Q1 | $5.92M | Sell |
173,387
-8,673
| -5% | -$296K | 1.24% | 17 |
|
|
2019
Q4 | $8.17M | Sell |
182,060
-7,603
| -4% | -$341K | 1.42% | 17 |
|
|
2019
Q3 | $7.75M | Sell |
189,663
-21,740
| -10% | -$889K | 1.42% | 17 |
|
|
2019
Q2 | $9.07M | Sell |
211,403
-6,504
| -3% | -$279K | 1.58% | 17 |
|
|
2019
Q1 | $9.35M | Sell |
217,907
-6,691
| -3% | -$287K | 1.64% | 17 |
|
|
2018
Q4 | $8.77M | Sell |
224,598
-4,700
| -2% | -$184K | 1.63% | 17 |
|
|
2018
Q3 | $9.84M | Sell |
229,298
-3,046
| -1% | -$131K | 1.68% | 16 |
|
|
2018
Q2 | $10.1M | Sell |
232,344
-2,306
| -1% | -$99.9K | 1.71% | 16 |
|
|
2018
Q1 | $11.3M | Sell |
234,650
-6,645
| -3% | -$321K | 1.91% | 16 |
|
|
2017
Q4 | $11.4M | Sell |
241,295
-5,138
| -2% | -$242K | 1.89% | 16 |
|
|
2017
Q3 | $11M | Sell |
246,433
-12,195
| -5% | -$546K | 1.9% | 16 |
|
|
2017
Q2 | $10.7M | Sell |
258,628
-11,250
| -4% | -$466K | 1.58% | 16 |
|
|
2017
Q1 | $10.6M | Sell |
269,878
-6,863
| -2% | -$270K | 1.49% | 17 |
|
|
2016
Q4 | $9.69M | Sell |
276,741
-5,211
| -2% | -$182K | 1.39% | 17 |
|
|
2016
Q3 | $10.6M | Sell |
281,952
-9,029
| -3% | -$338K | 1.55% | 16 |
|
|
2016
Q2 | $10M | Buy |
290,981
+3,694
| +1% | +$127K | 1.59% | 19 |
|
|
2016
Q1 | $9.84M | Buy |
287,287
+4,760
| +2% | +$163K | 1.77% | 17 |
|
|
2015
Q4 | $9.1M | Buy |
282,527
+5,194
| +2% | +$167K | 1.98% | 14 |
|
|
2015
Q3 | $9.09M | Buy |
277,333
+18,775
| +7% | +$615K | 2.03% | 14 |
|
|
2015
Q2 | $10.2M | Buy |
258,558
+448
| +0.2% | +$17.8K | 2.14% | 14 |
|
|
2015
Q1 | $10.4M | Buy |
258,110
+11,055
| +4% | +$444K | 2.2% | 14 |
|
|
2014
Q4 | $9.71M | Buy |
247,055
+8,280
| +3% | +$325K | 2.22% | 14 |
|
|
2014
Q3 | $9.92M | Buy |
238,775
+2,481
| +1% | +$103K | 2.29% | 14 |
|
|
2014
Q2 | $10.2M | Sell |
236,294
-5,812
| -2% | -$251K | 2.33% | 14 |
|
|
2014
Q1 | $9.93M | Buy |
242,106
+19,074
| +9% | +$782K | 2.4% | 13 |
|
|
2013
Q4 | $9.32M | Buy |
223,032
+9,345
| +4% | +$391K | 2.26% | 14 |
|
|
2013
Q3 | $8.71M | Buy |
213,687
+11,404
| +6% | +$465K | 2.23% | 14 |
|
|
2013
Q2 | $7.79M | Buy |
+202,283
| New | +$7.79M | 2.17% | 14 |
|